WPA
BWIN

Wealth Preservation Advisors’s Baldwin Insurance Group BWIN Stock Holding History

Wealth Preservation Advisors’s Portfolio BWIN Stock Details BWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.4K Hold
1,931
– – 0.04% 189
2025
Q4 		$46.4K Buy
+1,931
New +$49.2K 0.02% 208

Other funds holding BWIN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Preservation Advisors's BWIN Position: Q1 2026 in Review

Wealth Preservation Advisors held its Baldwin Insurance Group (BWIN) position steady in Q1 2026 at 1,931 shares worth $42.4K. The position accounts for 0.04% of the portfolio, ranked #189.

Wealth Preservation Advisors first reported a position in BWIN in Q4 2025 and has held it in 2 quarters since. The position peaked at $46.4K in Q4 2025. 218 funds tracked by Wall St. Rank hold BWIN as of Q1 2026.

  • Wealth Preservation Advisors held 1,931 shares of Baldwin Insurance Group worth $42.4K as of Q1 2026.
  • Wealth Preservation Advisors left its Baldwin Insurance Group share count unchanged in Q1 2026.
  • Baldwin Insurance Group made up 0.04% of Wealth Preservation Advisors's portfolio in Q1 2026, its #189 holding.
  • Wealth Preservation Advisors first reported a position in Baldwin Insurance Group in Q4 2025 and has held it in 2 quarters since.
  • Wealth Preservation Advisors's Baldwin Insurance Group position peaked at $46.4K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Baldwin Insurance Group as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.